AC
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Apella Capital’s Amgen AMGN Stock Holding History

Apella Capital’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Sell
2,984
-41
-1% -$14K 0.02% 357
2026
Q1 		$1.07M Buy
3,025
+1,008
+50% +$359K 0.02% 347
2025
Q4 		$660K Buy
2,017
+193
+11% +$61.2K 0.01% 316
2025
Q3 		$540K Buy
1,824
+51
+3% +$14.8K 0.01% 317
2025
Q2 		$519K Buy
1,773
+440
+33% +$125K 0.01% 289
2025
Q1 		$388K Buy
1,333
+48
+4% +$14.2K 0.01% 276
2024
Q4 		$335K Buy
1,285
+3
+0.2% +$890 0.01% 274
2024
Q3 		$410K Buy
1,282
+54
+4% +$17.7K 0.02% 234
2024
Q2 		$388K Buy
1,228
+45
+4% +$13.2K 0.02% 228
2024
Q1 		$320K Sell
1,183
-87
-7% -$25.5K 0.02% 239
2023
Q4 		$385K Sell
1,270
-602
-32% -$164K 0.02% 208
2023
Q3 		$503K Buy
1,872
+600
+47% +$150K 0.04% 169
2023
Q2 		$282K Buy
+1,272
New +$295K 0.02% 222
2022
Q4 		$344K Buy
1,310
+156
+14% +$41.8K 0.03% 179
2022
Q3 		$260K Buy
1,154
+37
+3% +$8.97K 0.03% 186
2022
Q2 		$272K Buy
+1,117
New +$274K 0.03% 187
2021
Q3 		– Sell
-1,045
Closed -$255K – 200
2021
Q2 		$255K Buy
1,045
+3
+0.3% +$738 0.04% 183
2021
Q1 		$259K Buy
1,042
+3
+0.3% +$716 0.08% 115
2020
Q4 		$239K Sell
1,039
-427
-29% -$98.4K 0.08% 116
2020
Q3 		$373K Hold
1,466
– – 0.15% 91
2020
Q2 		$346K Hold
1,466
– – 0.16% 94
2020
Q1 		$297K Buy
+1,466
New +$320K 0.17% 85

Other funds holding AMGN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital's AMGN Position: Q2 2026 in Review

Apella Capital reduced its Amgen (AMGN) stake by 1.4% in Q2 2026, selling an estimated $14K and leaving 2,984 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #357.

Apella Capital first reported a position in AMGN in Q1 2020 and has held it in 22 quarters since. 1,543 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Apella Capital held 2,984 shares of Amgen worth $1.1M as of Q2 2026.
  • Apella Capital sold 41 Amgen shares in Q2 2026, an estimated $14K.
  • Amgen made up 0.02% of Apella Capital's portfolio in Q2 2026, its #357 holding.
  • Apella Capital first reported a position in Amgen in Q1 2020 and has held it in 22 quarters since.
  • 1,543 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.